ESOP Valuation

When making decisions regarding ownership structure, transitioning or exiting your business, knowing the value of the enterprise and equity is critical. AccuVal helps determine the best way to change the ownership structure in a way that retains and rewards your best employees, reduces tax expenses and increases working capital and cash flow. This can be accomplished through a defined contribution plan that shifts ownership interest to employees through the formation of an Employee Stock Ownership Plan (ESOP). AccuVal has the expertise to provide the valuation and advisory expertise to offer critical insight and guidance that empowers you to fully explore the benefits of an ESOP.

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You see ownership interest in the business changing
You are forming a business entity
You are restructuring the ownership of the company
You are planning for succession
You are engaged in tax planning
You are diversifying an owner’s wealth away from the company
You want to add partners to a business
You have lost a shareholder/owner and the heirs want to sell the business to employees

Business Need: Succession Planning

Plan for the smooth continuation and success of your business when key persons leave the company

Tax Management – Federal Income Tax: Stock Gifting Valuation

Preserve wealth for family by engaging in tax planning for the estate

Tax Management – Federal Income Tax: 409a Valuation of Stock Option Compensation

Value stock options at Market Value to meet stringent IRS guidelines

View AccuVal’s Appraisal Expertise by Asset Class:

Business Enterprise

Equity & Stock

Bonds

Intangibles & Intellectual Property

Machinery & Equipment

Inventory

Real Estate

Accounts Receivable

The following is needed to determine how AccuVal can help:

Brief conversation to discuss your business in overview and determine your needs
Three years of detailed financial information
Description of the equity being valued
Financial forecasts or budgets, if any
Description of the company and its operating divisions
Brief description of the products and services produced by the company
Copy of the current business plan (if available)

For more information or to request a proposal